PriceSmart, Inc. (PSMT) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$18,609
Total Return
86.09%
CAGR
13.23%
Dividends
$720.98
Yield on Cost
7.21%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.28% |
| Median | +0.68% |
| Best | +28.84% |
| Worst | -16.30% |
| % of Windows Positive | 54.0% |
1-Year (252 Trading Days)
| Average | +14.59% |
| Median | +16.33% |
| Best | +94.03% |
| Worst | -27.89% |
| % of Windows Positive | 71.5% |
3-Year (756 Trading Days)
| Average | +50.36% |
| Median | +35.46% |
| Best | +135.07% |
| Worst | -12.71% |
| % of Windows Positive | 90.2% |
Risk Metrics
| Maximum Drawdown | -37.85% |
| Average Drawdown | -13.02% |
| Drawdown Duration | 777 Trading Days |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.35 |
| CVaR (5%) | -3.72% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +28.23% (+139.45% ann.) | +$2822.54 | $57.06 | $11.41 | $0.09 |
| 2025 | +34.47% | +$3446.94 | $137.09 | $27.42 | $0.22 |
| 2024 | +24.21% | +$2421.44 | $287.01 | $57.40 | $0.46 |
| 2023 | +25.90% | +$2590.21 | $151.75 | $30.35 | $0.24 |
| 2022 | -16.09% | $1609.41 | $117.82 | $23.56 | $0.19 |
| 2021 | -19.18% | $1918.29 | $76.95 | $15.39 | $0.12 |
| 2020 | +29.39% | +$2939.02 | $98.79 | $19.76 | $0.16 |
| 2019 | +21.32% | +$2131.79 | $118.72 | $23.74 | $0.19 |
| 2018 | -30.89% | $3088.58 | $81.44 | $16.29 | $0.13 |
| 2017 | +3.79% | +$379.25 | $83.96 | $16.79 | $0.13 |
| 2016 | +1.35% | +$134.65 | $84.51 | $16.90 | $0.14 |
| 2015 | -8.44% | $844.21 | $76.87 | $15.37 | $0.12 |
| 2014 | -20.56% | $2055.86 | $60.67 | $12.14 | $0.10 |
| 2013 | +50.47% | +$5046.64 | $38.97 | $7.79 | $0.06 |
| 2012 | +11.71% | +$1171.28 | $129.76 | $25.95 | $0.21 |
| 2011 | +84.92% | +$8491.96 | $158.27 | $31.66 | $0.25 |
| 2010 | +89.40% | +$8940.46 | $245.94 | $49.18 | $0.39 |
| 2009 | +1.11% | +$111.34 | $243.35 | $48.66 | $0.39 |
| 2008 | -30.22% | $3022.15 | $106.71 | $21.35 | $0.17 |
| 2007 | +69.87% | +$6987.13 | $179.34 | $35.87 | $0.29 |
| 2006 | +114.23% | +$11423.43 | $0.00 | $0.00 | $0.00 |
| 2005 | +10.58% | +$1058.21 | $0.00 | $0.00 | $0.00 |
| 2004 | +20.77% | +$2076.67 | $0.00 | $0.00 | $0.00 |
| 2003 | -72.68% | $7267.57 | $0.00 | $0.00 | $0.00 |
| 2002 | -34.54% | $3454.29 | $0.00 | $0.00 | $0.00 |
| 2001 | +6.46% | +$646.39 | $0.00 | $0.00 | $0.00 |
| 2000 | -16.11% | $1610.85 | $0.00 | $0.00 | $0.00 |
| 1999 | +123.93% | +$12392.85 | $0.00 | $0.00 | $0.00 |
| 1998 | +2.19% | +$218.98 | $0.00 | $0.00 | $0.00 |
| 1997 partial | -0.72% (-2.19% ann.) | $72.46 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | September 2, 1997 – March 10, 2000 | +137.68% | +41.02% | +$13768.12 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -56.87% | -27.88% | $5687.27 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +65.89% | +10.66% | +$6589.46 | $92.54 | $18.51 | $0.15 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -44.11% | -33.76% | $4411.33 | $257.77 | $51.56 | $0.41 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +349.51% | +56.08% | +$34951.31 | $1040.33 | $208.06 | $1.67 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -11.03% | -1.53% | $1102.82 | $775.41 | $155.08 | $1.24 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -16.21% | -86.72% | $1621.09 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +25.01% | +43.21% | +$2501.01 | $65.57 | $13.11 | $0.10 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +0.65% | +0.62% | +$65.15 | $96.46 | $19.29 | $0.15 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -2.38% | -2.53% | $238.41 | $120.20 | $24.04 | $0.19 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +27.60% | +14.05% | +$2760.08 | $433.80 | $86.76 | $0.70 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +78.45% | +44.65% | +$7844.50 | $221.29 | $44.26 | $0.35 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-04-11 | $0.1600 | 0.93% |
| 2007-10-11 | $0.1600 | 0.56% |
| 2008-04-11 | $0.1600 | 0.58% |
| 2008-10-10 | $0.1600 | 1.28% |
| 2009-02-11 | $0.2500 | 1.40% |
| 2009-08-12 | $0.2500 | 1.45% |
| 2010-02-10 | $0.2500 | 1.23% |
| 2010-08-11 | $0.2500 | 0.91% |
| 2011-02-11 | $0.3000 | 0.79% |
| 2011-08-11 | $0.3000 | 0.55% |
| 2012-02-13 | $0.3000 | 0.42% |
| 2012-08-13 | $0.3000 | 0.42% |
| 2012-12-06 | $0.3000 | 0.38% |
| 2013-08-13 | $0.3000 | 0.33% |
| 2014-02-12 | $0.3500 | 0.37% |
| 2014-08-13 | $0.3500 | 0.40% |
| 2015-02-11 | $0.3500 | 0.42% |
| 2015-08-12 | $0.3500 | 0.37% |
| 2016-02-10 | $0.3500 | 0.46% |
| 2016-08-11 | $0.3500 | 0.43% |
| 2017-02-13 | $0.3500 | 0.39% |
| 2017-08-11 | $0.3500 | 0.43% |
| 2018-02-13 | $0.3500 | 0.45% |
| 2018-08-14 | $0.3500 | 0.42% |
| 2019-02-14 | $0.3500 | 0.57% |
| 2019-08-14 | $0.3500 | 0.59% |
| 2020-02-13 | $0.3500 | 0.57% |
| 2020-08-13 | $0.3500 | 0.52% |
| 2021-02-11 | $0.3500 | 0.34% |
| 2021-08-12 | $0.3500 | 0.41% |
| 2022-02-14 | $0.4300 | 0.61% |
| 2022-08-12 | $0.4300 | 0.67% |
| 2023-02-15 | $0.4600 | 0.63% |
| 2023-08-14 | $0.4600 | 0.59% |
| 2024-02-14 | $0.5800 | 0.73% |
| 2024-04-18 | $1.0000 | 1.26% |
| 2024-08-15 | $0.5800 | 0.70% |
| 2025-02-18 | $0.6300 | 0.69% |
| 2025-08-15 | $0.6300 | 0.56% |
| 2026-02-17 | $0.7000 | 0.45% |
| Total | 40 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-12 | $39.21 | $7.84 | $0.06 | 0.3743 |
| 2022-02-14 | $48.34 | $9.67 | $0.08 | 0.5464 |
| 2022-08-12 | $48.57 | $9.71 | $0.08 | 0.5891 |
| 2023-02-15 | $52.23 | $10.45 | $0.08 | 0.5692 |
| 2023-08-14 | $52.49 | $10.50 | $0.08 | 0.5445 |
| 2024-02-14 | $66.50 | $13.30 | $0.11 | 0.6632 |
| 2024-04-18 | $115.32 | $23.06 | $0.18 | 1.1449 |
| 2024-08-15 | $67.55 | $13.51 | $0.11 | 0.6297 |
| 2025-02-18 | $73.77 | $14.75 | $0.12 | 0.6691 |
| 2025-08-15 | $74.19 | $14.84 | $0.12 | 0.5437 |
| 2026-02-17 | $82.81 | $16.56 | $0.13 | 0.4333 |
| Total | $720.98 | $144.19 | $1.15 | 6.7072 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.